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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Russell 2000 ETF VTWO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$741K Sell
6,104
-129
-2% -$14.6K 0.2% 78
2026
Q1 		$624K Sell
6,233
-780
-11% -$81.3K 0.19% 86
2025
Q4 		$698K Sell
7,013
-6,691
-49% -$665K 0.21% 75
2025
Q3 		$1.34M Buy
13,704
+1
+0% +$93 0.42% 42
2025
Q2 		$1.2M Buy
13,703
+1
+0% +$81 0.4% 41
2025
Q1 		$1.11M Buy
13,702
+4,664
+52% +$409K 0.41% 42
2024
Q4 		$807K Buy
+9,038
New +$834K 0.32% 48

Other funds holding VTWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VTWO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.1% in Q2 2026, selling an estimated $14.6K and leaving 6,104 shares worth $741K. The position accounts for 0.2% of the portfolio, ranked #78.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2025. 466 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,104 shares of Vanguard Russell 2000 ETF worth $741K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 129 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $14.6K.
  • Vanguard Russell 2000 ETF made up 0.2% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #78 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Russell 2000 ETF position peaked at $1.34M in Q3 2025.
  • 466 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.